Timing & trends

Hedge Funds Are Bearish On Short-Term Bonds And The Nasdaq

47125416-14638438854618177 originBonds: Hedge funds profited this week on their big short in the 5-year, correctly betting on higher short-term rates. Commodities: Money managers aggressively sold copper. They continue to buy gold and sugar. Currencies: Institutions and hedge funds have a large net long position on in the Euro. Stocks: Hedge funds remain super short the Nasdaq.

…click HERE for full Analysis and more charts

 

related: The ‘Tide’ has Turned… NEGATIVE for STOCKS!!!

Nope, This Is What Is Strangling the Economy

How about 454 laws governing towels, 652 regulations for coffee and 91 regulations for showers – and that’s just in the service sector. You won’t believe some of the regulation that suffocate life in Europe.

Related: Want to know why there’s still no recovery in the Canadian economy after almost 3 years? Well then It’s Story Time

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Get Ready To Bow To Canada’s Aristocratic Ruling Class

Frank Herbert warned us that “Governments, if they endure, always tend increasingly towards aristocratic forms. No government in history has been known to evade this pattern”. We’ve gotten to that point in Canada where the entire function of Government is to act exclusively in the interests of the ruling class. Recent examples….

aynrelated: Michael’s How You’ll Know Your Society Is Doomed comes from from Ayn Rand and is particularly pertinent considering the political shenanigans taking place in Ottawa and Washington these days

 

 

 

Free David Morgan Special Report

Welcome Michael Campbell’s
 Money Talk Listeners

Enter Your Name and Email To Get Your
 100% Free Special Report HERE

Imagine silver moving from $15 to $45 a 200% increase. What would that mean to silver investors? What would it mean to you? Many silver stackers would be in the profit zone, and those of us that have carried the message would once again be received in a more favorable light.

As you know silver has come off the bottom, but did you know that our top picks for this year in the January issue are up 200%? That is correct; it would be the same move as silver going to about $45 per ounce!

Money Talk Listeners Enter Your Name and Email To Get Your 100% Free Special Report HERE

Many times critics have meant well and exclaimed how having a metals only stance was the way to go. Every time you listen to that message ask yourself if it is right for you? We favor a balanced approach that uses a portion in physical metals and some into the shares of resource companies we carefully select for our members.

Upcoming in the June issue we plan on recommending exactly the type of gold miner you have been looking for in this environment (that is one in which you can find a high quality primary gold and/or silver company trading at bargain basement levels while the complex as a whole has had a nice run over the past 4 months). This company has a solid management team and board of directors that more than qualifies under our strict criteria. This publicly traded company is trading at a substantial discount to Net Asset Value! Which means you are buying something in a hot market that if liquidated is worth more than you are paying for it. How many in our industry can make that statement? 

When you own this investment your largest asset is a gold resource of 2.5 MILLION ounces and a silver resource of nearly 200 MILLION ounces. Since grade is King and many in our industry only speak to the “amount” let us tell you the grade.

The average gold grade of is % grams per ton. Realize many mines are actually operating at one g/t. Because this is a gold/silver mine you need to know the silver grade is a most respectable Au 360 grams per ton. Which is well over eleven ounces per ton, and at today’s price that is $200 per ton.

This producer has discovered over EIGHT new veins over recent years leaving very substantial exploration upside. The following chart depicts current price-to-net asset values of this company’s piers relative to this company and many will look back and wish they had taken action. 

TWMR-May2016a

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This addition to the Morgan Report Asset allocation portfolio is an emerging mid-tier producer which operates two mines in two of the most geopolitically safe jurisdictions.

  • It also has two development projects, both with very prospective land packages.
  • There is a reason why it is trading at such a discount to NAV and operating cash flow is absurd and in time investors will discover this fact and significant share price appreciation will take place in our strong opinion.
  • Our price target using $1,200/oz. Au and $16 /oz. Ag @ 6% is more than double the price per share as of the close on Friday, May 13th.

Because far more money is made in (paper) silver and gold we are seeing new investors subscribing to our website and diversifying by selling some physical and buying mining shares. Although risky, the gains can be truly spectacular. The whole process is outlined in the membership area when you read How to Use the Morgan Report.

Yes, you can sit on your stack or you can move into a situation where you truly have the ability to beat the bankers!

And that is what I want for you… I want to see you beat the bankers at their paper games and move into physical metals with your winnings, I’ve been doing it for years and so can you. We do all the work for you, all you need is a broker and the ability to follow simple guideline.

And remember all website members are allowed to ask us two questions per month, and we guarantee an answer. 

This market is just heating up, and I personally made a video for our members letting them know what to expect for the next month or two. 

To beating the bankers,

David Morgan

Welcome Michael Campbell’s Money Talk Listeners Enter Your Name and Email To Get Your 100% Free Special Report HERE

P.S. In the January 2016 issue, Chris Marchese (Senior Equity Analyst) discussed the top-picks for 2016 in the top-tier and mid-tier mining companies. In the top-tier, a top pick for 2016 saw the company’s stock price has appreciated 237%, going from under $3.30/share to well over $10/share. The top pick for the year overall and in the mid-tier category is up 180% (going from slightly over $2.30/share and appreciating nearly $4/share).

In order to get this you need to enter in your first name, your primary email address and click the “Get Special Report” button. 

Don’t wait… Our Free E-Letter will keep YOU in the top 3% of the Informed, the Awake, and the Aware. Just give us your name, your primary email address and click on the “Get Your Special Reports” button.

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Note: * You get so much more than this special report. You will also receive Selling Precious Metals on the Internet, Silver Fundamentals, Why Silver-Why Now video, and Ten Rules of Silver Investing which were only available to paid subscribers in the past. Plus you will receive “Riding The Silver Bull” and tons more absolutely FREE! 
You will also receive – first notification of our free webinars.

With continued uncertainty and chaos in global markets the authors of these 3 articles clarify key markets direction 1. “Something Has Radically Changed” 2. A Significant Turn In The US Dollar 3. Crude Oil Price Trend Forecast

1. “Something Has Radically Changed”

    by Larry Edelson

Quite a surprise when Gold fell into a bear market in reaction to the Fed’s 2011 QE III – the nearly unlimited money-printing blitz. A historical review tells us when we can expect inflation and another important underlying force that you need to understand….

.continue reading HERE

2. A Significant Turn In The US Dollar

    by Victor Adair & Michael Campbell

Victor on the importance a May 3rd turnaround in the US Dollar, the most influential and strategic currency traded, and the near term direction of Gold & the CDN Dollar. He also describes a positioning risk tool that he uses a lot in determining where other markets are going. 

….more HERE

3. Crude Oil Price Trend Forecast

Implications for Stock Market – “the oil price has clawed it’s way back relentlessly through a series of critical levels of first $30, $35, $40, and most recently popping above $45 to stand at a high for the year of $48! Nearly DOUBLING in THREE MONTHS!”

….read more HERE